Post-restoration feedback requests and surveys

Purpose

1.1. Automate post-restoration feedback and survey dispatch for art restoration clients, collecting insights, enhancing service quality, and closing engagement loops.
1.2. Automating scheduled communications to clients after service completion, improving responsiveness and client satisfaction rates.
1.3. Enable automated data gathering for quality control, testimonials, and future marketing insights from past projects.
1.4. Seamless integration with CRM and restoration job completion logs for hands-free client outreach.

Trigger Conditions

2.1. Art restoration job status changes to "Completed" in CRM or management platform.
2.2. Manual marking of project as restored by project manager.
2.3. Automated timer (e.g., 24 hours post-completion).
2.4. Upload of final invoice or restoration photos acts as automation trigger.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated outbound SMS; configure "Send SMS" API with dynamic client data.
3.2. SendGrid
• Feature/Setting: Automated email delivery using "Mail Send" API; link to survey embedded in workflow.
3.3. Mailchimp
• Feature/Setting: Trigger "Send Campaign" automation with audience segmentation for completed restoration jobs.
3.4. HubSpot
• Feature/Setting: Automate "Workflow" for post-deal closed status; send email or SMS survey.
3.5. Salesforce
• Feature/Setting: Automator rule on custom objects; trigger "Send Survey Invitation" email via process builder.
3.6. Google Forms
• Feature/Setting: Automated Google Forms email invitation via "Forms API" based on project completion.
3.7. Typeform
• Feature/Setting: Automator creating and sending personalized survey link using "Responses API".
3.8. SurveyMonkey
• Feature/Setting: Triggered email collector via "Send Survey" API utilizing client segments.
3.9. Zoho CRM
• Feature/Setting: Automation rule post-project; send feedback form via integrated email template.
3.10. ActiveCampaign
• Feature/Setting: Automation workflow dispatching feedback campaign post-restoration tag.
3.11. Slack
• Feature/Setting: Automated DM notifications with feedback link via Slack Bot API for internal review or direct client contact where appropriate.
3.12. WhatsApp Business API
• Feature/Setting: Automated message template delivery after restoration completion.
3.13. Intercom
• Feature/Setting: Automated outbound message to client via "Message API" post-closed conversation.
3.14. Pipedrive
• Feature/Setting: Automation on deal marked as "Won"; send templated survey email.
3.15. Zendesk
• Feature/Setting: Automation triggers survey ticket when restoration ticket is solved/closed.
3.16. Trello
• Feature/Setting: Automator configured on card moved to “Completed”; triggers mail or webhook to survey tool.
3.17. Monday.com
• Feature/Setting: Automation recipe "When status changes to Done, send email" integrates feedback request.
3.18. Airtable
• Feature/Setting: Automator script sends out Form/Survey email when record status updates.
3.19. Microsoft Power Automate
• Feature/Setting: Automated flow linking Excel/CRM to send Outlook emails with survey forms.
3.20. Zapier
• Feature/Setting: Multi-platform automation chaining; trigger from CRM, action is “Send Survey” via connected survey service.

Benefits

4.1. Automated post-project follow-up maximizes feedback rates and consistency.
4.2. Automating removes manual intervention, reduces admin overhead, and increases survey timeliness.
4.3. Streamlined automation enhances customer satisfaction and data-driven service improvements.
4.4. Automate scalability — hundreds of clients can be reached without incremental staff time.
4.5. Automated aggregation of responses for reporting, testimonial harvesting, and rapid problematic case escalation.